Registering documents in XBOUND

Use this procedure to register documents:

1. Using XBOUND Registration, under Navigation, click the desired process. On the right side, the registration template is displayed.

2. Select the tab of the document type for which you want to register documents.

3. Specify the required information for the document. (Which fields are to be filled in, and how, is determined by how the Register Documents process step was configured.)

4. Click Save to store the document in XBOUND and print the header on a connected printer.

5. In the Multiple Registration dialog, select the number of documents to register.

6. If Use release button is selected in the parameter set (on the Extras tab), you have the option to explicitly release the document after saving. Click Release to release the document for further processing.

Tips

• Collapse or expand the clients to which the processes are assigned by clicking the clients.

• Hide the processes view by selecting View > Client – Process navigator.

• If needed, you can print headers a second time:

  1. Select View > Changing Mode.

  2. Use the Batch name box to search for the document whose header you want to print again.

  3. In the Header menu, select the header(s) to print.

Related topics

Changing registration information for a document

The Select Process Step dialog

Setting keyboard shortcuts for registering documents

Preparing documents for processing